Investment Perspectives November 2025
In recent conversations with clients, we have been spending a lot of time using the term “bifurcation” to describe the sharp divide between the fortunes of two distinct groups. We ...
Investment Perspectives July 2025
One of the most pronounced shifts in capital markets during the past two decades has been the rise of private financing. Public market regulations have made it increasingly complex and ...
Investment Perspectives April 2025
In early 2025, we sent out our annual Asset Allocation piece, which discussed the less favorable medium-term outlook for US equities given historically high valuation levels. Less than a month ...
Investment Perspectives 1Q March 2025
If you find yourself worried, or confused, by the state of the financial markets – you are not alone. The markets have a general dislike of uncertainty, and we have ...
2025 Global Asset Allocation Review
The Aureus annual asset allocation review evaluates the risks and opportunities available in global financial markets and their potential impact on our clients' investment portfolios. Our Asset Allocation Policy describes ...
Investment Perspectives 4Q December 2024
You can't eat relative returns. We were reminded of this line a few weeks ago by a client during a portfolio review. For years, investors have used this phrase to ...
Aureus Year In Review: 2024
As with most years, it was an eventful one for the economy and markets: the US economy has completed ten consecutive quarters of positive growth, inflation has fallen below the ...
2024 Global Asset Allocation
Introduction The Aureus annual asset allocation review evaluates the risks and opportunities available in global financial markets and their potential impact on our clients' investment portfolios. Our Asset Allocation Policy ...
Private Credit: Investment Perspectives 3Q October 2023
What is Private Credit Private credit, or private debt, represents a rapidly growing asset class. In the aftermath of the 2008 Global Financial Crisis, traditional banks de-risked their balance sheets ...
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